Heritage Wealth Advisors

MOVING FROM SUCCESS TO SIGNIFICANCE. While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”. “I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends. “A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.” —Greg Reid Give us a call: 425-709-2345

Institute of International Finance

The Institute of International Finance (IIF) is the global association of the financial industry, with about 400 members from more than 60 countries. The IIF provides its members with innovative research, unparalleled global advocacy, and access to leading industry events that leverage its influential network. Its mission is to support the financial industry in the prudent management of risks; to develop sound industry practices; and to advocate for regulatory, financial and economic policies that are in the broad interests of its members and foster global financial stability and sustainable economic growth. IIF members include commercial and investment banks, asset managers, insurance companies, professional services firms, exchanges, sovereign wealth funds, hedge funds, central banks and development banks.

spectrum financial group

At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Spectrum Financial Group has roots tracing back to the 1900s and we are proud to continue assisting clients in their financial lives. With our main office in Dallas, TX, and satellite offices in Heath, Tyler, Longview, Nacogdoches, College Station, OKC and Shreveport, we help create financial stability and financial independence for thousands of clients. Learn more at www.Spectrumfg.com __________________________________________________ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201611-188302

massmutual northwest

Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective steps to develop a personalized financial strategy. Our straightforward approach is focused on you, your circumstances and your objectives. By meeting with you regularly, we help you remain on track to reach your most important goals. Based in Seattle, we have been proudly rooted in the Puget Sound community since 1889. We currently serve thousands of local individuals, families and businesses. Our network of financial professionals offers expertise in various areas, including long term care insurance, special needs planning, family business issues, divorce financial analysis and retirement planning. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201610-187559

goldbook financial - southern ca

Located in La Jolla, we have provided thousands of Southern California clients with financial products and services. At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate. We customize our services to meet your personal needs, as well as those of your family or your business. We can provide you with the tools to maximize your resources and help you meet your financial goals. We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement. Stay Connected Instagram: @goldbookfinancial Facebook: https://www.facebook.com/GoldBookFinancial ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SIPC®.